Reviewed for
Insurance and Protection ( 1 )
Pensions ( 2 )
Investments and Savings ( 2 )
Reviewers' assets
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Client reviews
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Suzanne
She was very helpful
First impression from a user who is not yet a client
August, 2023
Overall
Please provide a brief comment about your experience with Suzanne
What lovely, engaging and well-informed professional is Suzanne!
Suzanne's reply
Thank you for taking the time to provide a review. I'm so pleased you got value from our session.
First impression from a user who is not yet a client
July, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne explained me about financial planning very well. I got a clear idea about financing I would really looking forward to our new journey.
Suzanne's reply
Thank you for taking the time to provide a review of our session. I'm looking forward to working with you.
First impression from a user who is not yet a client
June, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Very helpful, knowledgeable and had a very nice and informative conversation.
First impression from a user who is not yet a client
June, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was lovely to talk to and very professional.
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Suzanne
I really enjoyed my discussion with Suzanne. She seems very knowledgable and it felt like just the right level between Suzanne listening to my situation and goals and her giving advice.
Suzanne's reply
Thank you for taking time to provide feedback. Much appreciated. Maybe we'll have the opportunity to work together in the future. All the best!
First impression from a user who is not yet a client
April, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Very open within the discussions and friendly approach when talking about assisting with my finances.
Suzanne's reply
Thank for your feedback. I'm looking forward to working with you to help improve your finances.
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Understanding and very helpful
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Really helpful and easy to implement tasks
Suzanne's reply
Thank you for your review - really appreciate the feedback.
First impression from a user who is not yet a client
March, 2023
Overall
Please provide a brief comment about your experience with Suzanne
I found the session really useful. Suzanne explained things simply and was easy to talk things through with. She offered great advice in terms of next steps and practical steps that could make even a small difference.
Suzanne's reply
Thank you so much for your review. I really appreciate your feedback and look forward to working together to implementing some of those actions.
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne made me feel confident in my ability to reach my financial goals. She made me feel comfortable sharing my problems and aims. Super friendly and motivating!
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne hosted an introductory session to Octopus Financial Coaching, and patiently listened to our current situation and asked relevant questions which helped us understand more about the options available to us. Thanks Suzanne for your calm approach and for summarizing our situation so helpfully.
Suzanne's reply
Thank you for taking time to provide a review. It's great to hear you got value from our session.
First impression from a user who is not yet a client
February, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Really easy to speak to and it was great advice already
Suzanne's reply
Great to hear you got value from our session. I really appreciate you taking time to provide a review, thank you.
First impression from a user who is not yet a client
January, 2023
Overall
Please provide a brief comment about your experience with Suzanne
Brilliant first session. Suzanne made me feel at ease and I ended the session feeling positive about the changes I can make to improve my financial situation.
First impression from a user who is not yet a client
November, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Detailed questions asked, informative as all questions answered.
First impression from a user who is not yet a client
November, 2022
Overall
Please provide a brief comment about your experience with Suzanne
It was very good talking through everything and reassuring that it sounds like i can be helped.
First impression from a user who is not yet a client
October, 2022
Overall
Please provide a brief comment about your experience with Suzanne
I have received a valuable information and professionally informed tips on how to start thinking about my financial future. It's been great to talk to someone, who knows the best directions to gain debt free financial stability. Thank you!
First impression from a user who is not yet a client
June, 2022
Overall
Please provide a brief comment about your experience with Suzanne
she was open and friendly and helpful
First impression from a user who is not yet a client
June, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne helped me identify areas for improvement and made me feel better about achieving my financial goals which is why I signed up to continue working with her.
First impression from a user who is not yet a client
May, 2022
Overall
Please provide a brief comment about your experience with Suzanne
I had great and honest chat with Suzanne and I am very happy she is going to be my financial coach :-).
Suzanne's reply
Thank you for taking the time to provide feedback. Much appreciated. I'm looking forward to supporting you with the improvements you want to put into place.
First impression from a user who is not yet a client
April, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was AMAZING. Incredibly personable, friendly, encouraging and complimentary. She really motivated me to look at short and long term goals and find ways of enhancing my money. Aside from this, Suzanne's financial knowledge is so impressive. I really feel more at ease, less worried and excited about optimising my future.
Suzanne's reply
Thank you for taking the time to provide feedback. Great to hear you feel excited about your financial future and the options you can take improve it!
First impression from a user who is not yet a client
March, 2022
Overall
Please provide a brief comment about your experience with Suzanne
My session with Suzanne was brilliant, she is really friendly and knowledgeable. I felt like I understood my finances and options going forward after just the initial session. Looking forward to the next already!
Suzanne's reply
Thanks for taking the time to provide feedback. Its great to hear you found our session helpful.
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was very welcoming and explained the strategy and answered all my questions with easy to understand answers.
Suzanne's reply
Thank you for taking the time to provide feedback. Its sounds like you got value from our session which is great to hear.
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Very friendly. Looking forward to getting my finances in check
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was very professional yet personable and made it easy to speak about my finances.
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was great, very easy to talk to and made a point of recapping all of the information so left the session very clear on next steps.
Suzanne's reply
Thank you so much for taking the time to provide a review. I look forward to working with you to put those next steps into place.
First impression from a user who is not yet a client
February, 2022
Overall
Please provide a brief comment about your experience with Suzanne
I had an excellent session with Suzanne. She really helped me understand my key goals and communicated in a very clear and succinct way. I would highly recommend Suzanne to anyone wanting to better understand and improve their financial wellbeing.
Suzanne's reply
Thank you so much for taking the time to provide feedback. It's great to hear that you got value from our session together.
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne is warm and friendly; she made me feel at ease and seems genuinely passionate about financial guidance. I am looking forward to our future sessions!
Suzanne's reply
Thanks for taking the time to provide feedback. Much appreciated. I look forward to working with you.
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Lovely first call with Suzanne! Very professional and friendly
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Suzanne
First meeting with Suzanne today, very empathic and approachable. Suzanne asked and listened taking that time to understand my current situation along with mid and longer term thinking. Unfortunately, we ran out of time for to cover everything in this first session but am looking forward to the follow up session.
First impression from a user who is not yet a client
January, 2022
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne explained financial concepts really well to me which is important as a young professional. I had a basic grasp of what I wanted to do but Suzanne helped me to conceptualise a sustainable plan for the future, with clearly defined goals and next steps. She was lovely to speak to and really took my concerns to heart. Definitely would reccommend
Suzanne's reply
Thank you for taking the time to provide a review. Much appreciated. It's great to hear you got value from our session and I look forward to helping you to put the plan into action.
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Provided solid guidance on how I could make the most of my money. A few big financial commitments on the horizon, so always great to get an outside perspective on things I'm doing well and things I could do better. Will defo be taking some action based on this conversation.
Suzanne's reply
Great to hear you found the session helpful and thank you so much for your review, I appreciate it.
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Suzanne
A great chat that gave me confidence that I'll be able to get my finances under control, something I've been putting off for years. She too the time to understand what was important to me and listened carefully to my ramblings so that she could offer relevant advice - very useful and I'm looking forward to our next session.
Suzanne's reply
Thank you for taking the time to provide a review. I'm so pleased you found the session helpful :0)
First impression from a user who is not yet a client
November, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Was really helpful and explained everything, and was approachable.
First impression from a user who is not yet a client
October, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Although I didn't need a lot of advice and information Suzanne had some really good suggestions on how to improve my financial situation as I prepare for retirement.
First impression from a user who is not yet a client
September, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanna was incredibly helpful, knowledgeable, friendly & descriptive.
First impression from a user who is not yet a client
September, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Super helpful conversation. Suzanne was insightful, knowledgeable and very personable. Thank you very much!
First impression from a user who is not yet a client
September, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne immediately sparked rapport. She was warm, curious and excited at the prospect of us potentially collaborating. I do not know her political views which is currently a worry at the back of my mind, being as we are in the age of culture wars and British values at the fore front of every conversation. She install the sentiment that she is genuinely interested in empowering me as a woman and mother, leaving a sanguine impression of us potentially working on developing my money mindset.
First impression from a user who is not yet a client
September, 2021
Overall
Please provide a brief comment about your experience with Suzanne
She was very good explaining how she could help me in the future and summarising some of my options going forward. She is also very friendly which make it a pleasure to work with. I am not sure if I will move forward with a Financial Plan right now due to some personal circustance I am in at present, but I may consider her support in the future.
Suzanne's reply
Thank you so much for your kind review. It was a pleasure to meet you and it would be great to explore working together in the future.
First impression from a user who is not yet a client
August, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne provided me with the required information.
First impression from a user who is not yet a client
August, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was very nice and clear on her assessment
First impression from a user who is not yet a client
July, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Very clear, insightful and useful - left me with some key actions
Suzanne's reply
Thank you Guto for taking time to leave a review. Great to hear you found the session helpful and good luck with your actions.
First impression from a user who is not yet a client
July, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was very helpful unfortunately doesn't seem I am a good fit for the product.
Suzanne's reply
Great to meet you Rupert and thank you so much for taking time to provide a review. I'm sorry we weren't able to progress this time. I hope you found the information provided helpful so you can make an informed decision on the next steps.
First impression from a user who is not yet a client
July, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Speaking with Suzanne has really helped me understand more about my finances and thinking about the necessary steps to better my financial standing.
First impression from a user who is not yet a client
June, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Excellent
First impression from a user who is not yet a client
June, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Very productive first meeting and was very clear in what was discussed.
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Very clear explanations of services available and options.
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Suzanne
The meeting was very friendly and informative. It allowed me to review my own financial situation. Very useful.
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne is very personable and a good communicator. She made me realize that I needed help from Octopus Wealth because of the amounts involved.
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Really useful. I have not thought, in this much detail, about my future needs and talking it through with Suzanne has been an eye opener!
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Very informative
Review from verified client
May, 2021
Overall
Advice
Service
Value
Based in London
What were the circumstances that caused you to initially look for a financial coach?
Offered through my company
How has Suzanne Wildblood helped you?
Providing a financial plan and getting me to consider tracking spending and creating a savings plan
Have you seen the outcome you were hoping for?
Not yet as its just started but positive it will make a difference
What could they have done better?
Nothing
First impression from a user who is not yet a client
May, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Really useful
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Suzanne
She Explained everything clearly and anserwed all of my questions
First impression from a user who is not yet a client
April, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Thank you for your time and guidance. Look forward to working with you.
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Suzanne
SUPER, TO THE POINT A GOOD LISTENER , ADAPTED QUICKLY BASED ON WHAT I SAID. AND GOT HER SOFT CLOSE IN TOO.
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Very clear, friendly and helpful
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was very helpful and friendly and can defintelty help us going forward.
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Suzanne
very pleasant, comfortable and helpful experience.
First impression from a user who is not yet a client
March, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Meeting was fine and she picked on a few areas that I need to look at
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Really helpful and given me al ot to think about and made me aware of things I hadn't considered
First impression from a user who is not yet a client
February, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was freindly and knowledgable
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was transparent in terms of charges for her service and provided options that I hadn't considered. Overall the session was very useful and I will be using Suzanne's services as I plan for my future.
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Clear and friendly. My reservations re. Hatch are that the support and advice that can be provided do not seem to particularly hone in on pensions and I would have to use and pay for a sister company to achieve the detailed advice I am looking for there.
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Great and will recommend for others
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Helpful and friendly.
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Friendly, listened to my circumstances and provided a helpful way forward. An enjoyable experience.
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
Great to talk through goals, unfortunately due to another meeting we had to end the session early, so a follow up session booked, where Suzanne will talk about recommendations and charges
First impression from a user who is not yet a client
January, 2021
Overall
Please provide a brief comment about your experience with Suzanne
She listened very well to my needs.
First impression from a user who is not yet a client
December, 2020
Overall
Please provide a brief comment about your experience with Suzanne
good conversation explored the key factors and drivers for me
First impression from a user who is not yet a client
December, 2020
Overall
Please provide a brief comment about your experience with Suzanne
I had a great chat with Suzanne and after gathering info about my personal situation was able to give some ideas and thoughts around planning my finances for the future. Thank you.
First impression from a user who is not yet a client
December, 2020
Overall
Please provide a brief comment about your experience with Suzanne
Very good explanation of the services
First impression from a user who is not yet a client
December, 2020
Overall
Please provide a brief comment about your experience with Suzanne
Provided clear useful advice and no oversell of services.
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Suzanne
Susanne provided clear advise and high level suggestion on ways to plan for a better financial future with a plan for what my pensions pot forecast could look like. In addition understand hatch has its own investment platform which is of great interest for Stock and shares.
Suzanne's reply
Thank you for your review. I'm looking forward to working with you on your financial plan and optimising your finances.
First impression from a user who is not yet a client
November, 2020
Overall
Please provide a brief comment about your experience with Suzanne
She was amazing
Suzanne's reply
Thank you so much for your kind review. I'm looking forward to working with you to improve your finances.
Review from verified client
October, 2020
Overall
Advice
Service
Value
Based in Staffordshire
What were the circumstances that caused you to initially look for a financial coach?
I needed some help to understand my current financial position, to see whether I'm putting enough away for retirement and work out next steps.
How has Suzanne Wildblood helped you?
In our first session we spent some time talking through my circumstances and goals and did an assessment of my current position. Suzanne was great, she took the time to check and balance so that we were both on the same page. She then went away and produced a personalised plan which we then discussed on a follow up call. The plan enabled me to visualise what I needed to do, plus I had quite a few questions which she was more than happy to answer to help me understand some complex topics.
Have you seen the outcome you were hoping for?
Absolutely. The plan that Suzanne produced for me has really helped me to get my head around where I am and what I need to do next. I decided to sign up for the Hatch service which gives me access to online tools and resources as well as Suzanne's time and expertise.
What could they have done better?
Suzanne was very approachable and knowledgeable, I really can't fault Suzanne or the Hatch service.
First impression from a user who is not yet a client
October, 2020
Overall
Please provide a brief comment about your experience with Suzanne
Suzanne was very friendly and helpful and took the time to explain to me exactly what my options were around stair casing my shared ownership property. Would highly recommend